4.4

Underwriting Correspondence XML

Use the Underwriting Correspondence reference XML shown below when coding templates for underwriting correspondence. Note that this is the standard underwriting correspondence reference structure. If you have a custom developed underwriting correspondence xml, contact your customer service representative for the appropriate reference file.

<UnderwritingCorrespondence version="1.0">

    <Record>

        <SentFrom>

            <FirstName>Bryan</FirstName>

            <LastName>Davison</LastName>

            <PhoneNo>(888) 555-1212</PhoneNo>

            <Email>bdavison@youngconsulting.com</Email>

            <BusinessTitle>Connexure Dev</BusinessTitle>

            <Company>Evolution Risk Partners, LLC</Company>

            <Street>123 Main</Street>

            <City>Metrocity</City>

            <State>GA</State>

            <Zip>12345</Zip>

        </SentFrom>

        <SendTo>

            <FirstName>Scott</FirstName>

            <LastName>Jenkins</LastName>

            <PhoneNo/>

            <Email>sjenkins@acebenefitpartners.com</Email>

            <BusinessTitle/>

            <Company>Ace Benefit Partners</Company>

            <Street>15 First Avenue</Street>

            <City>Metropolis</City>

            <State>NY</State>

            <Zip>23456</Zip>

        </SendTo>

        <Email>

            <SentDate>02/29/2024</SentDate>

            <SentCC/>

            <Subject>Zebra Zoo, Effective 04/01/2024</Subject>

            <Message/>

        </Email>

        <Correspondence>

            <Target/>

        </Correspondence>

        <Account>

            <Name>Zebra Zoo</Name>

            <Street>123 Main</Street>

            <City>Charlotte</City>

            <State>NC</State>

            <Zip>28202</Zip>

        </Account>

        <Submission>

            <EffectiveDate>04/01/2024</EffectiveDate>

            <IsSpecificCoverage>N</IsSpecificCoverage>

            <IsAggregateCoverage>Y</IsAggregateCoverage>

            <IsLifeCoverage>N</IsLifeCoverage>

            <LockInDate/>

            <ProposalNo>0</ProposalNo>

        </Submission>

        <AdditionalInfoRequest>

            <AdditionalInfo>Broker Name &amp; Address</AdditionalInfo>

            <AdditionalInfo>Group Name &amp; Address</AdditionalInfo>

            <AdditionalInfo>Effective Date</AdditionalInfo>

            <AdditionalInfo>Quote Due Date</AdditionalInfo>

            <AdditionalInfo>SIC Code</AdditionalInfo>

            <AdditionalInfo>Current TPA</AdditionalInfo>

            <AdditionalInfo>Current PPO Network</AdditionalInfo>

            <AdditionalInfo>Current and/or Renewal Rates</AdditionalInfo>

            <AdditionalInfo>Current Commission (if any)</AdditionalInfo>

        </AdditionalInfoRequest>

        <Declination>

            <DeclinationReason>

                <Reason>Situs Outside the US</Reason>

            </DeclinationReason>

            <DeclinationReason>

                <Reason>Currently in PEO</Reason>

            </DeclinationReason>

            <DeclinationReason>

                <Reason>Greenwich/Sextant</Reason>

            </DeclinationReason>

        </Declination>

        <LockIn>

            <LockInDocument/>

        </LockIn>

    </Record>

</UnderwritingCorrespondence>